30亿元大单来了！沃兰特斩获国内载人eVTOL最大确认订单，低空经济加速“破圈”

Core Insights - The eVTOL industry is experiencing explosive growth in orders, with significant contracts signed by leading companies like沃兰特, indicating a shift towards commercial viability in the sector [1][2] - The confirmation order for 10 aircraft and an intention order for 110 from农银金租 to沃兰特 totals 30 billion yuan, marking the largest confirmed order in the high-grade commercial eVTOL market [1][2] - The transition from intention orders to confirmed orders is crucial for manufacturers, as it reflects market confidence and the ability to generate stable revenue [3] Company Developments - The VE25-100 model from沃兰特 is the first certified model in its product line, having undergone extensive testing to overcome various technical challenges [2] - The strategic partnership between农行上海分行 and沃兰特 includes a 1 billion yuan credit line to support product development and commercialization [3] - Financial leasing is becoming a mainstream procurement model in the eVTOL sector, allowing companies to leverage capital and reduce initial costs [4][5] Market Trends - The eVTOL market is projected to reach a total scale of 1.5 trillion USD by 2040, with China expected to capture nearly a quarter of this market [7] - The low-altitude economy is transitioning from policy-driven to market-driven, with increasing support from government initiatives and a growing number of innovative companies entering the field [8] - The demand for eVTOLs is expected to rise significantly, with the market size projected to reach 2.5 trillion yuan by 2030 and 3.5 trillion yuan by 2035 [7] Policy and Regulatory Environment - Recent government policies are aimed at fostering the development of the low-altitude economy, including support for eVTOL applications in urban transport and logistics [6][8] - The establishment of a robust airworthiness certification system is being prioritized, with several eVTOL companies making progress in obtaining necessary certifications [7] - Local governments are implementing measures to enhance infrastructure for eVTOL operations, such as building takeoff and landing facilities in key areas [6][8]